See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,386 | $154,117-43.9% | $129,995-33.5% | $139,434-38.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.99% | 32.48%-21.5pp | -137.18%+148.2pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,552 | $5,289-51.7% | $4,320-40.9% | $4,751-46.3% |
| Participant deferral / active EE | $9,385 | $6,710+39.9% | $5,820+61.3% | $6,710+39.9% |
| Admin fee / account holder | $31,111 | $14,007+122.1% | $10,614+193.1% | $11,403+172.8% |